Associate Director of Sales, Research Data Products

Morningstar • New York, NY

4d • Hybrid

About The Position

Collaborate closely with colleagues across Index Data Sales, Product, and Client Service to identify expansion opportunities and deliver tailored RDP solutions. Because this role covers a broad range of client segments, it will require approximately 30% travel. The position will be based in Chicago, New York or London. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

Requirements

• Direct experience selling financial data, analytics, or market data to institutional clients (asset managers, hedge funds, banks, or trading firms).
• Demonstrated success closing new business and expansion deals in a quota-carrying role.
• Experience selling complex, data-driven solutions with non-standard pricing and licensing structures.
• Strong consultative selling skills with the ability to understand client use cases and translate them into commercial opportunities.
• Ability to engage credibly with sophisticated clients across research, investment, trading, and risk functions.
• Familiarity with data licensing models, enterprise agreements, or usage-based pricing.
• Excellent written and verbal communication skills, including the ability to present technical concepts clearly and persuasively.
• Highly organized, proactive, and comfortable managing multiple opportunities simultaneously.
• Bachelor’s degree required.
• 5+ years’ experience in market data, index data, financial analytics, or adjacent data products.
• Willingness to travel up to 30%.

Responsibilities

• Own and grow a commercial book of business across asset managers, hedge funds, trading firms, banks, and wealth platforms.
• Consistently meet and exceed revenue targets, with a focus on new sales, expansions, and repricing opportunities.
• Identify, qualify, and develop short-term opportunities and long-term strategic partnerships.
• Lead consultative sales conversations around data usage, licensing scope, and value intensity.
• Collaborate closely with Product, Legal, and Customer Success teams to structure optimal commercial solutions.
• Develop a strong understanding of client workflows, including data needs for research, portfolio construction, trading, risk, and analytics.
• Deliver compelling product demonstrations and clearly articulate the value of Morningstar RDP datasets.
• Maintain accurate pipeline management, forecasting, and activity tracking in CRM.
• Build trusted relationships with senior decision-makers, including PMs, quants, risk teams, and heads of research.

Benefits

• A range of other benefits are also available to enhance flexibility as needs change.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level